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Janiczek Wealth Management’s Evercore EVR Stock Holding History

Janiczek Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$297K Sell
1,424
-9
-0.6% -$1.75K 0.06% 131
2024
Q1 		$276K Hold
1,433
– – 0.06% 143
2023
Q4 		$245K Sell
1,433
-36
-2% -$5.21K 0.06% 132
2023
Q3 		$203K Buy
1,469
+17
+1% +$2.31K 0.05% 141
2023
Q2 		$179K Buy
1,452
+26
+2% +$2.99K 0.05% 136
2023
Q1 		$172K Sell
1,426
-68
-5% -$8.45K 0.05% 133
2022
Q4 		$191K Buy
1,494
+486
+48% +$50.7K 0.05% 123
2022
Q3 		$87K Buy
1,008
+559
+124% +$52.9K 0.03% 222
2022
Q2 		$45K Buy
449
+56
+14% +$5.97K 0.01% 326
2022
Q1 		$44K Sell
393
-179
-31% -$22K 0.01% 321
2021
Q4 		$78K Buy
572
+246
+75% +$35.9K 0.02% 229
2021
Q3 		$44K Buy
326
+103
+46% +$14K 0.02% 302
2021
Q2 		$31K Hold
223
– – 0.01% 343
2021
Q1 		$29K Buy
223
+170
+321% +$20.8K 0.01% 330
2020
Q4 		$6K Buy
+53
New +$4.72K ﹤0.01% 553

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janiczek Wealth Management's EVR Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Evercore (EVR) stake by 0.63% in Q2 2024, selling an estimated $1.75K and leaving 1,424 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #131.

Janiczek Wealth Management first reported a position in EVR in Q4 2020 and has held it in 15 quarters since. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Janiczek Wealth Management held 1,424 shares of Evercore worth $297K as of Q2 2024.
  • Janiczek Wealth Management sold 9 Evercore shares in Q2 2024, an estimated $1.75K.
  • Evercore made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #131 holding.
  • Janiczek Wealth Management first reported a position in Evercore in Q4 2020 and has held it in 15 quarters since.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.